Description

Your Opportunity

At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site 4 days per week in the specified location(s).

Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.

Defined Benefit (DB) Services provides actuarial and administration services to clients whose objective is to provide an integrated retirement plan experience.

What you'll do:

We are looking for a team member to be primarily responsible for preparing, reviewing and delivering DB services to self-employed individuals and small businesses; producing regular deliverables, handling special requests and responding to prospect/client questions related to the DB plan. Specifically, the person will:

• Consult with prospective/ongoing clients and advisors
• Prepare and peer review annual actuarial reporting and contribution estimates
• Prepare and peer review government forms filings for both ongoing and terminating plans (e.g. Form 5500, Schedule SB, Annual Funding Notice, PBGC Premium, IRS Form 5310, PBGC Form 500)
• Develop/review individual participant benefit calculations and distribution paperwork
• Prepare and review plan documents, plan amendments, and employer resolutions
• Apply specialized knowledge, skills, and experiences within this area of expertise to resolve a wide range of issues and influence others to take action
• Employ good judgment in selecting methods to solve problems

What you have

To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.

Required Qualifications:

• Desire to make a significant contribution to the success of Schwab's products
• Team mentality, with willingness and ability to contribute at all levels of service delivery
• Good oral and written communications skills
• Ability to rapidly learn broad range of skills, processes and become a DB subject matter expert
• Ability to think differently and to continuously improve the delivery of services
• Good organizational skills, shows attention to detail
• Computer skills, especially in Microsoft Office and Adobe Acrobat Pro
• Degree(s) in Business, Finance, Accounting, or Math or equivalent experience

Preferred Qualifications:

• Experience in retirement plan and/or defined benefit services
• Current ASPPA designation, or other industry designation that demonstrates relevant retirement plan continuing education.

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

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Requisition #: 2026-120125

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Requirements

2026-120125